Insights
After reviewing the economic and market environment we offer the following comments.
July 2025
Curious about what drove market performance in Q2 2025 and what's ahead? Our 'July 2025 Asset Allocation Note' from FSA Investment Group provides a comprehensive look at the surprising market resilience amidst global events and offers our perspective on monetary and fiscal policies.
We delve into why the S&P 500 hit new highs despite significant geopolitical shifts and discuss the importance of rebalancing portfolios and remaining invested. Learn about our focus on diversification, including international equities and global infrastructure, to support client portfolios.
Click to download the full PDF for detailed insights.
May 2025
Asset Allocation Note: "Take It Easy: Navigating Progress & Policy Potholes"
"The road to recovery is rarely a smooth ride, and 2025 has proven no exception. After the sharp pullback in the beginning of April, markets bounced back in May on positive developments, including a surprise trade truce with China. Yet despite this progress, uncertainty still hangs in the air. Tariff negotiations with other nations remain unresolved, the U.S. debt downgrade looms large, and renewed discussions around campaign-season tax cuts have begun to shape market expectations.
In a world of mixed signals and mounting noise, our message remains clear: stay disciplined, stay diversified—and take it easy."
April 2025
FSA Investment Group Partners with Allocate to Expand Access to Private Markets
February 2025
Asset Allocation Note: "Under Pressure"
The financial landscape in 2025 is complex, presenting both opportunities and challenges. While equity markets have shown strength, inflationary pressures persist, and policy uncertainty is on the rise. Our latest Asset Allocation Note explores these dynamics, including the surge in European equities, the potential shift in market leadership, and the promising opportunities in global infrastructure. We emphasize a disciplined approach to asset allocation and long-term planning amidst these market pressures.
Click through to read our full insights for the month.
January 2025
DR. BELINDA MILLER EARNS ACCREDITED INVESTMENT FIDUCIARY® DESIGNATION FROM Fi360
Pensacola, FL – January 2, 2025 - Dr. Belinda Miller, AAMS™, CRPS™, CEPA®, Director of Tribal Investments for FSA Investment Group, has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF® Designation.
Fi360 is the first full-time training and research facility for fiduciaries and conducts training programs throughout the United States and abroad. In 2019, Fi360 was awarded accreditation by the American National Standards Institute (ANSI) to offer the AIF® Designation. The Center for Fiduciary Studies confers the AIF® Designation as well as the Accredited Investment Fiduciary Analyst® (AIFA®) and Professional Plan Consultant® (PPC®) Designations.
December 2024
SKYLER ERBEN EARNS ACCREDITED INVESTMENT FIDUCIARY® DESIGNATION FROM Fi360
Pensacola, FL – December 4, 2024 - Skyler Erben, CFP®, Director of Business Development for FSA Investment Group, has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF® Designation.
Fi360 is the first full-time training and research facility for fiduciaries and conducts training programs throughout the United States and abroad. In 2019, Fi360 was awarded accreditation by the American National Standards Institute (ANSI) to offer the AIF® Designation. The Center for Fiduciary Studies confers the AIF® Designation as well as the Accredited Investment Fiduciary Analyst® (AIFA®) and Professional Plan Consultant® (PPC®) Designations.
About FSA Investment Group
FSA Investment Group is an American Indian-owned Registered Investment Advisor ("RIA") firm that provides sound, independent advice to tribes and high-net-worth individuals. Committed to "Ensuring Financial Prosperity for Future Generations," FSA offers deep expertise, innovative approaches, and a comprehensive array of services tailored to the unique needs of its clients. The firm’s success is rooted not only in generating investment returns but also in building collaborative, supportive, and candid relationships that foster successful partnerships.
To learn more about the FSA-IG team, please visit us online.
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